A structured checklist to ensure you are fully prepared for every client meeting as a UI/UX designer. Use this template to streamline communication, align expectations, and impress clients with a well-prepared approach.
💼 Project/Client Name:
📅 Meeting Date & Time:
📍 Meeting Location/Link:
👤 Attendees:
<aside> 👥 Meeting purpose
</aside>
<aside> 📒 Agenda
</aside>
<aside> 🔊 Expected Deliverables
</aside>
| ❓ Question to ask yourself as a designer | 📝what to do? | 📝 Answer / Notes |
|---|---|---|
| What industry is the project in? | Research industry trend | |
| Who are the client’s competitors? | Analyze top 2-3 | |
| What are the main goals of the project? | Write down from brief | |
| Who is the target audience? | Identify user personas | |
| What are the user pain points? | Check reviews & feedback | |
| What platform is this product for? (Web/App) | Mobile, web, or both? | |
| Does the client have branding guidelines? | Colors, typography, logo? | |
| What key features does the client expect? | Must-have & optional | |
| What is the project timeline & budget? | Check for limitations |
<aside> 📁 Give them a Idea about your work , Impress them With your Profile Presentation
Add Important Docs Here !
</aside>
Client POC:
Internal Lead:
Curated by Gita’s Notion for streamlined client interactions
Hey ! I am Gita Priya
UI/UX Designer | Creating Intuitive & Engaging Digital Experiences
Crafting user-centered designs that enhance digital experiences. Proficient in wireframing, prototyping, and user research, with a keen eye for aesthetics and functionality
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